Emerging Opportunities: Investigating the record investment flooding into emerging markets
Emerging Opportunities With Gavin Serkin
This is Emerging Opportunities, the only show on radio dedicated to global emerging markets, with Juliette Foster and Gavin Serkin, the managing editor of the Frontier Funds Consultancy, Frontera News and the author of Frontier: Exploring the Top Ten Emerging Markets of Tomorrow. It's received a fair bit of cynicism as the sucker's rally according to one Reuters piece - sustained by a herd of dumb money, according to a CNBC report. But with the exception of a relatively small interruption last week, the record investment flooding into emerging markets in the past couple of months has shown little sign of ebbing,
sustained by the seemingly never-ending near-zero interest rate policies
of central banks in the developed world.
So, what's the best way to navigate these markets?
Lisa Lewin, emerging markets economist at BMI Research, part of the Fitch Ratings group - is the guest in the studio to review the news and market moves.